BRN Discussion Ongoing

[Diogenese]

Anyone smarter than I know how Innatera's new T1 compares to us? https://innatera.com/products/spiking-neural-processor-t1

Seems they are only just now providing an evaluation kit to Early Access Partners, which hopefully means they are quite a few years behind us.
https://www.iotinsider.com/news/inn...wer-neuromorphic-microcontroller-at-ces-2024/

Looks like innatera uses analog SNNs:

WO2024003146A1 CALIBRATION OF SPIKING NEURAL NETWORK 20220629

A spiking neural network comprising a plurality of input processing circuits, each input processing circuit having an input for receiving a spiking neural network input signal and being configured to apply a transfer function to the input signal to generate a processed input signal; a plurality of offset current generators, each offset current generator configured to generate an offset current signal at a predetermined level; a plurality of synapses, each synapse connected to receive a processed input signal from one of the input processing circuits and configured to apply a predetermined weight to the processed input signal to generate a synapse output signal; a plurality of neurons, each neuron connected to receive synapse output signals from a subset of the synapses and an offset current signal from one of the offset current generators, and each neuron configured to generate a neuron output signal in response to the received synapse output signals and offset current signal; and an analog-to-digital converter having an input, the input being connectable to receive an offset current signal from one of the offset current generators, and being configured to convert the received offset current signal to a corresponding digital output signal.

 

[Diogenese]

So fellow BRN sojourners, what do we give BRN's efforts at CES24 out of 10?

Time to report on the last day ...


... well obviously not THAT last day.

 

[Bravo]

An old article (May 2023) but bodes well for us I beleive.

ON Semiconductor considers $2 billion investment in electric vehicle chip production​

By Stephen Nellis
May 17, 20238:05 AM GMT+10Updated 8 months ago



May 16 (Reuters) - ON Semiconductor Corp (ON.O) is considering investing $2 billion in boosting production of silicon carbide chips that are widely used to help extend the range of electric vehicles, company executives said on Tuesday.
Company executives said during an analyst presentation the company is considering the expansion in either the U.S., the Czech Republic or Korea. The firm already has factories in each of those countries.
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ON Semiconductor is a longtime supplier to the automotive industry, supplying both chips that go into drive trains of electric cars as well as a broad swath of other chips like cameras and sensors that help with driver-assistance systems.
The company makes more than half of its own chips internally and has invested in a full supply chain for energy efficient silicon carbide chips, making both the raw materials and finished chips in-house.
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In an interview, ON Semiconductor Chief Executive Hassane El-Khoury said the firm's silicon carbide chip production is currently centered on one of its factories in Bucheon, South Korea. The company plans to find "end-to-end" production, meaning that whichever site it chooses will transform raw silicon carbide powder into a chip.
El-Khoury said that replicating the entire production process in more than one place has become an important selling point to automakers who are still cautious from 2021, when a freeze in chip-heavy Texas and a shortage from Asian chip suppliers led shutdowns on car production lines.
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"It's always good to have a geographically distributed supply chain," El-Khoury said.
At a financial analyst day on Thursday, executives said they aim to capture 40% of the silicon carbide automotive chip market by 2027.
The company forecast that growth in that area and others will help it grow revenue at a 10% to 12% compound annual rate, expanding sales from $8.3 billion in 2022 to an estimate with a midpoint of $13.9 billion by 2027.

Over the same time period, ON Semiconductor expects to expand free cash flows from $1.6 billion in 2022 to $3.5 billion to $4 billion by 2027.

https://www.reuters.com/technology/semiconductor-mulls-2-bln-investment-electric-vehicle-chip-production-2023-05-16/

 

[Bravo]

So we must have been rubbing shoulders with Onsemi working on Mercedes Vision EQXx.

https://investor.onsemi.com/

 

[Bravo]

Some familiar names in their Partner Ecosystem.

 

[Bravo]

Lots of sensors!

 

[David holland]

Unless a agreement comes thru it's financials, get ya head around it folks, put ya seat belt on its a roadtrip

 

[Bravo]

HUGE customer-base!

 

[manny100]

Hi Manny,

I took the reference to the Mercedes cloud to mean that they have their own private bank of servers connected to the internet/WWW which accesses all Mercedes vehicles to receive performance data and to update the vehicle software. This is not accessible to the general public and is, hopefully, hackproof.

The MB.OS operating system in each vehicle is like the base system management software on which the apps run, similar to Windows or Apple iOS.

Ok , that is what i think AWS Greengrass provide??. Chip for processing and a Greengrass cloud via Amazon. Cloud and road for weather conditions etc.

 

[Space Cadet]

When one of the invited guests in the podcasts states after being asked about what they have just seen being presented by Brainchip at CES

“Well thanks for asking what I saw was eye opening, the ease of scalability is what the market wants and you have nailed it to the point your AKIDA technology is
clearly disruptive but unfortunately even though English is not my first language I noticed a typo on one of your presentation slides so I will not be proceeding with our plans to implement AKIDA technology and will be throwing away a years worth of planning and research”

Until then I will continue to believe that typos are not earth shattering as you like to promote

As for other errors todays use of the wrong photograph was notified by me to the company and they have responded.

What this error has done though is place those who troll and manipulate in a difficult position.

Do they make much of this error which will bring attention to the substance of the podcast and the ringing endorsement of AKIDA technology as eye opening and disruptive rather than burying it in conversation after conversation about LDA Capital and whether an an anonymous poster still thinks typos are of little consequence.

As usual my opinion only DYOR
Fact Finder

PS: It is interesting that on the one hand posters will argue that typos indicate that Brainchip is dead in the water yet on the other hand they hang around instead of moving on to successful typo free disruptive technology stocks.

I'm pretty sure BRNs reputation is built on their interactions with the companies they are dealing with in this space. One on one interactions with CTO's and CEO's of the likes of ARM, Renesas, Mercedes etc. I'm pretty sure those people don't even read these things. I think they have more important things to do like stay ahead of their competition by bringing out the best products. BRN can help them with that. That is what is important and our company has put together a pretty nifty network of companies and they are just the companies we know of.

SC

 

[Pom down under]

So fellow BRN sojourners, what do we give BRN's efforts at CES24 out of 10?

30,20,000

 

[Pom down under]

Wasn’t we meant to be getting a Tata demo? Or did I dream it.

 

[Rach2512]

Not watched and don’t think it’s been posted

Around 16 min, TATA mention of edge

 

[Esq.111]

Chippers,

Apparently Vegas was a raving success , clients past & pressent were enthralled.....hopefully still capable of signing a contract , or six....



Regards,
Esq.

 

[Slade]

I'm pretty sure BRNs reputation is built on their interactions with the companies they are dealing with in this space. One on one interactions with CTO's and CEO's of the likes of ARM, Renesas, Mercedes etc. I'm pretty sure those people don't even read these things. I think they have more important things to do like stay ahead of their competition by bringing out the best products. BRN can help them with that. That is what is important and our company has put together a pretty nifty network of companies and they are just the companies we know of.

SC

LinkedIn is full of industry leaders posting and commenting on posts.

 

[Pom down under]

I would have said yes and I guess the demo will turn up online sometime soon.

 

[KKFoo]

Strange, I have been checking YouTube for all CES 24 AI related videos, there are so many cool techs but nothing from Brainchip except for the few podcast, I wonder why it is so difficult to put up some videos on the demos.

 

[Falling Knife]

Arm CEO in relation to Mobile phones said people really care about latency and privacy. Later mentioned power efficiancy.
He said ARM is in every EV. EVs' are high class computers.
ARM is in almost all smart tech, eg, washers, dryers, TVs etc.
ARM has a huge eco system. Meetings with partners are about 2026/27 on.
On another topic - Merc CES rep on video did not want to go into to much detail but said the designed their own operating system. When asked for some detail he said they owned their own cloud. I took this to mean they have a one stop shop chip rather than the traditional cloud. I might be wrong. Maybe they have developed a new cloud exclusive only to them? Doubt it though.

@manny100
That clip is so telling

Rene Haas CEO of ARM speaks these very words:

• 05:13you. Does arm touch the automotive sector?
• 05:17So the way to think of an automobile now is essentially a high class computer,
• 05:21whether it's the digital cockpit or anything around automated driving.
• 05:25All of that requires an incredibly high software load.
• 05:28It requires a broad ecosystem. Again, all things that ARM is very, very
• 05:31good at. So when you look around the show floor
• 05:33here and you see chips from NVIDIA or chips from Qualcomm or chips from media
• 05:38tech or and XP or in source all into Mercedes and Audi and BMW, all of that
• 05:44runs on ARM. I will assure you every single vehicle
• 05:48on the show floor here at the show has arm in side.
• 05:51So you win in any event. One way to look at it, but we've done a
• 05:54lot of work over the years relative the software ecosystem.
• 05:57I think to really put us in a place where fundamentally it's the right
• 06:00choice for consumers and designers. I want to go back to the next goal,
• 06:05which is that higher value server market.

There are no dots to join here, AKIDA is being integrated bc the likes of Mercedes who said the voice recognition system is 5 to 10 time better than anything they have experienced previously and other CEOs have since raved about BRN tech in terms of reduced power and latency, being cloud free and FPS blah blah....

BRN is compatible with how many ARM products? lol
Following the ARM model makes one naturally think Brainchip will also be everywhere.

Oh! and which car company are on show at CES...

 

[HopalongPetrovski]

Requires sim , so unfortunately most likely not :-(

I know this isn't us but boy I wish it was or we could be involved in something similar.
Caught the imagination of CES and sold out first 10,000 unit production run on first day, then did it again the following.
Add a few more sensors and let Akida handle the fusion and perhaps enable some functions whilst out of signal range particularly personal health monitoring. And those are just applications we are already used to on our phones.
I'm sure we could also take over some other functionality and probably improve its durability between recharge significantly.
This personal concierge product is the type of thing with mass appeal and something like this with a next gen. user interface could just be the killer application to launch us properly.

 

[IloveLamp]

Just some of the likes on one of BRNs recent posts